UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q2 2025
Institutional positions in UnitedHealth Group Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,186
- −378 vs. Q1 2025
- Shares held
- 774.1M
- −35.1M (−4.3%) vs. Q1 2025
- Total value
- $241.1B
- −$182.5B (−43.1%) vs. Q1 2025
- New holders
- 277
- 1,290 more added
- Sold out
- 655
- 1,438 more reduced
50 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 106,804 | $33.3M | 0.23% | −18,709−14.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 107,530 | $33.2M | 0.95% | +1,020+1.0% | Added |
| GF Fund Management Co. Ltd. | 105,520 | $32.9M | 0.66% | +81,108+332.2% | Added |
| Ninety One UK Ltd | 105,070 | $32.8M | 0.08% | −53,126−33.6% | Reduced |
| Blue Whale Capital LLP | 104,362 | $32.6M | 2.13% | +27,210+35.3% | Added |
| Kestra Advisory Services, LLC | 104,099 | $32.5M | 0.16% | +8,624+9.0% | Added |
| Carnegie Capital Asset Management, LLC | 103,305 | $32.2M | 0.65% | +8,474+8.9% | Added |
| Warther Private Wealth, LLC | 102,597 | $32.0M | 8.39% | +102,597 | New |
| Andra AP-fonden | 101,500 | $31.7M | 0.44% | +56,300+124.6% | Added |
| JustInvest LLC | 100,498 | $31.4M | 0.35% | +1,645+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 100,140 | $31.2M | 0.11% | +2,540+2.6% | Added |
| Yousif Capital Management, LLC | 100,032 | $31.2M | 0.34% | −1,770−1.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 100,000 | $31.2M | 0.54% | +28,900+40.6% | Added |
| Camber Capital Management LP | 100,000 | $31.2M | 4.35% | +100,000 | New |
| National Philanthropic Trust | 99,891 | $31.2M | 0.42% | −270.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 99,543 | $31.1M | 0.76% | +98,932+16,191.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 105,447 | $30.8M | 0.30% | −48,275−31.4% | Reduced |
| Jones Financial Companies LLLP | 99,474 | $30.8M | 0.02% | +11,513+13.1% | Added |
| OP Asset Management Ltd | 98,010 | $30.6M | 0.45% | +1,117+1.2% | Added |
| Clough Capital Partners L P | 96,791 | $30.2M | 3.03% | +69,897+259.9% | Added |
| First Trust Advisors LP | 96,632 | $30.1M | 0.02% | −83,766−46.4% | Reduced |
| Prudential PLC | 96,468 | $30.1M | 0.18% | +33,905+54.2% | Added |
| Rafferty Asset Management, LLC | 95,889 | $29.9M | 0.10% | +10,679+12.5% | Added |
| Commerce Bank | 94,590 | $29.5M | 0.17% | −29,727−23.9% | Reduced |
| Empyrean Capital Partners, LP | 94,000 | $29.3M | 1.36% | −26,000−21.7% | Reduced |
| Sit Investment Associates Inc | 93,059 | $29.0M | 0.62% | +29,752+47.0% | Added |
| Polar Capital Holdings Plc | 92,842 | $29.0M | 0.15% | −36,384−28.2% | Reduced |
| Allworth Financial LP | 90,883 | $28.4M | 0.14% | +13,838+18.0% | Added |
| Tokio Marine Asset Management Co Ltd | 90,606 | $28.3M | 1.08% | −17,095−15.9% | Reduced |
| Ethic Inc. | 91,289 | $28.2M | 0.51% | +350.0% | Added |
| Empowered Funds, LLC | 89,029 | $27.8M | 0.31% | +45,320+103.7% | Added |
| Soleus Capital Management, L.P. | 86,250 | $26.9M | 1.86% | +86,250 | New |
| Port Capital LLC | 85,129 | $26.6M | 1.13% | +12,997+18.0% | Added |
| Banco Santander, S.A. | 84,937 | $26.5M | 0.25% | +32,981+63.5% | Added |
| Discovery Capital Management, LLC | 84,100 | $26.2M | 2.06% | +9,680+13.0% | Added |
| Rockland Trust Co | 83,378 | $26.0M | 1.27% | +2,747+3.4% | Added |
| Quintet Private Bank (Europe) S.A. | 83,364 | $26.0M | 1.51% | −4,190−4.8% | Reduced |
| Compass Rose Asset Management, LP | 83,000 | $25.9M | 9.54% | +83,000 | New |
| TCTC Holdings, LLC | 82,769 | $25.8M | 0.83% | +62,793+314.3% | Added |
| Liberty One Investment Management, LLC | 82,001 | $25.6M | 2.59% | +25,846+46.0% | Added |
| NEOS Investment Management LLC | 81,753 | $25.5M | 0.32% | +15,137+22.7% | Added |
| Brinker Capital Investments, LLC | 81,522 | $25.4M | 0.22% | −6,551−7.4% | Reduced |
| Guggenheim Capital LLC | 81,278 | $25.4M | 0.21% | −8,552−9.5% | Reduced |
| EP Wealth Advisors, LLC | 80,846 | $25.2M | 0.17% | −2,295−2.8% | Reduced |
| Heritage Investors Management Corp | 79,403 | $24.8M | 0.78% | +4,960+6.7% | Added |
| Deprince Race & Zollo Inc | 79,139 | $24.7M | 0.51% | −12,314−13.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 78,913 | $24.6M | 2.12% | +20,688+35.5% | Added |
| Oregon Public Employees Retirement Fund | 78,368 | $24.4M | 0.43% | −700−0.9% | Reduced |
| Scopia Capital Management LP | 78,314 | $24.4M | 2.98% | +78,314 | New |
| Toroso Investments, LLC | 78,031 | $24.3M | 0.16% | +30,420+63.9% | Added |
| AltraVue Capital, LLC | 77,990 | $24.3M | 2.14% | 00.0% | Unchanged |
| Moore Capital Management, LP | 77,388 | $24.1M | 0.48% | +56,329+267.5% | Added |
| Avantax Advisory Services, Inc. | 77,338 | $24.1M | 0.13% | +7,818+11.2% | Added |
| Douglas Lane & Associates, LLC | 77,271 | $24.1M | 0.35% | −8,458−9.9% | Reduced |
| Huntington National Bank | 76,828 | $24.0M | 0.16% | −30,455−28.4% | Reduced |
| Brevan Howard Capital Management LP | 76,575 | $23.9M | 0.26% | +69,877+1,043.3% | Added |
| Stock Yards Bank & Trust Co | 75,996 | $23.7M | 0.79% | −1,026−1.3% | Reduced |
| BloombergSen Inc. | 75,708 | $23.6M | 1.99% | +75,708 | New |
| Mizuho Markets Americas LLC | 75,000 | $23.4M | 0.77% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 74,929 | $23.4M | 2.33% | +6,388+9.3% | Added |
| Bailard, Inc. | 74,473 | $23.2M | 0.54% | −1,402−1.8% | Reduced |
| Pacer Advisors, Inc. | 74,336 | $23.2M | 0.06% | +27,262+57.9% | Added |
| Allianz SE | 74,049 | $23.1M | 0.55% | +16,016+27.6% | Added |
| Aptus Capital Advisors, LLC | 73,739 | $23.0M | 0.23% | −10,494−12.5% | Reduced |
| Alberta Investment Management Corp | 73,400 | $22.9M | 0.18% | +27,111+58.6% | Added |
| Ieq Capital, LLC | 73,303 | $22.9M | 0.14% | −13,753−15.8% | Reduced |
| Arnhold LLC | 73,213 | $22.8M | 2.08% | +25,150+52.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 70,910 | $22.1M | 0.36% | +18,420+35.1% | Added |
| Ironvine Capital Partners, LLC | 70,722 | $22.1M | 2.29% | +8,004+12.8% | Added |
| Norinchukin Bank, The | 70,549 | $22.0M | 0.33% | +11,105+18.7% | Added |
| Manchester Global Management (UK) Ltd | 70,222 | $21.9M | 3.16% | −122,500−63.6% | Reduced |
| Raiffeisen Bank International AG | 71,751 | $21.7M | 0.32% | +6,938+10.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 68,959 | $21.5M | 0.32% | −184−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 68,839 | $21.5M | 0.23% | +68,839 | New |
| Minneapolis Portfolio Management Group, LLC | 68,630 | $21.4M | 2.65% | +68,630 | New |
| Gotham Asset Management, LLC | 68,216 | $21.3M | 0.13% | +60,631+799.4% | Added |
| Suvretta Capital Management, LLC | 68,000 | $21.2M | 0.80% | +38,100+127.4% | Added |
| Federated Hermes, Inc. | 67,764 | $21.1M | 0.04% | −49,073−42.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 67,137 | $20.9M | 0.28% | −28,006−29.4% | Reduced |
| Midwest Trust Co | 67,126 | $20.9M | 0.29% | +67,126 | New |
| Cornerstone Advisors, LLC | 67,003 | $20.9M | 0.72% | +23,900+55.4% | Added |
| Shell Asset Management Co | 66,912 | $20.9M | 0.72% | +11,036+19.8% | Added |
| Fiduciary Trust Co | 66,605 | $20.8M | 0.26% | −6,533−8.9% | Reduced |
| Maple Capital Management, Inc. | 66,413 | $20.7M | 1.42% | −2,448−3.6% | Reduced |
| Johnson Investment Counsel Inc | 66,102 | $20.6M | 0.19% | −159,982−70.8% | Reduced |
| Bridgeway Capital Management, LLC | 65,784 | $20.5M | 0.49% | +29,334+80.5% | Added |
| Farmers & Merchants Investments Inc | 65,753 | $20.5M | 0.60% | +4,315+7.0% | Added |
| Woodbridge Co Ltd | 65,300 | $20.4M | 0.03% | +65,300 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 64,746 | $20.2M | 0.07% | −34,338−34.7% | Reduced |
| Wesbanco Bank Inc | 64,600 | $20.2M | 0.60% | +12,394+23.7% | Added |
| Auxier Asset Management | 64,552 | $20.1M | 2.96% | +656+1.0% | Added |
| Trajan Wealth LLC | 63,684 | $19.9M | 0.97% | +19,065+42.7% | Added |
| WestEnd Advisors, LLC | 63,601 | $19.8M | 0.49% | −5,874−8.5% | Reduced |
| Peapack Gladstone Financial Corp | 63,545 | $19.8M | 0.28% | −2,564−3.9% | Reduced |
| Northwest & Ethical Investments L.P. | 63,444 | $19.8M | 0.49% | +7,458+13.3% | Added |
| Private Advisor Group, LLC | 63,174 | $19.7M | 0.11% | +292+0.5% | Added |
| Mizuho Securities USA LLC | 62,694 | $19.6M | 0.42% | +62,694 | New |
| DSG Capital Advisors, LLC | 62,692 | $19.6M | 3.48% | +11,738+23.0% | Added |
| Wealthfront Advisers LLC | 62,646 | $19.5M | 0.05% | −18,862−23.1% | Reduced |
| Groupama Asset Managment | 62,679 | $19.4M | 0.32% | −66,985−51.7% | Reduced |